Summit Financial Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Summit Financial Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 225 只证券，申报市值合计 7.82 亿美元。前几大持仓：VYMI（8.42%）、SCHD（7.81%）、VUG（7.48%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VYMI | VANGUARD WHITEHALL FDS | $65.8M | 8.42% | 670,311 | 增持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $61.0M | 7.81% | 1.9M | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $58.5M | 7.48% | 679,485 | 增持 |
| 4 | SPBO | SPDR SERIES TRUST | $34.5M | 4.42% | 1.2M | 增持 |
| 5 | BILZ | PIMCO ETF TR | $32.0M | 4.09% | 316,805 | 增持 |
| 6 | NOBL | PROSHARES TR | $28.2M | 3.60% | 501,346 | 增持 |
| 7 | FMDE | FIDELITY COVINGTON TRUST | $23.5M | 3.01% | 579,236 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $21.9M | 2.79% | 59,055 | 增持 |
| 9 | IJR | ISHARES TR | $20.5M | 2.62% | 138,274 | 增持 |
| 10 | CMI | CUMMINS INC | $18.2M | 2.33% | 25,510 | 减持 |
| 11 | FTSM | FIRST TR EXCHANGE-TRADED FD | $17.4M | 2.23% | 291,444 | 新建仓 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $17.3M | 2.21% | 41,672 | 增持 |
| 13 | VLO | VALERO ENERGY CORP | $16.6M | 2.12% | 63,697 | 减持 |
| 14 | CSCO | CISCO SYS INC | $15.9M | 2.03% | 135,272 | 减持 |
| 15 | MMM | 3M CO | $15.5M | 1.99% | 95,972 | 增持 |
| 16 | RTX | RTX CORPORATION | $15.1M | 1.93% | 79,615 | 增持 |
| 17 | AAPL | APPLE INC | $13.4M | 1.71% | 46,283 | 增持 |
| 18 | AMLP | ALPS ETF TR | $13.2M | 1.68% | 254,098 | 减持 |
| 19 | FDL | FIRST TR EXCHANGE-TRADED FD | $12.8M | 1.64% | 263,650 | 增持 |
| 20 | RDVI | FIRST TR EXCHANGE-TRADED FD | $12.0M | 1.53% | 406,865 | 增持 |
| 21 | GRMN | GARMIN LTD | $11.1M | 1.41% | 46,554 | 增持 |
| 22 | ETN | EATON CORP PLC | $10.7M | 1.36% | 25,045 | 增持 |
| 23 | T | AT&T INC | $10.3M | 1.32% | 499,381 | 增持 |
| 24 | VO | VANGUARD INDEX FDS | $8.2M | 1.05% | 102,256 | 增持 |
| 25 | LMT | LOCKHEED MARTIN CORP | $7.8M | 1.00% | 15,347 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR